Legacy Capital Fund, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Metairie, Louisiana
CRD number
39179
Registered since
November 21, 1995

Firm profile

FINTRX

Overview

Legacy Capital Fund, Inc. is organized as a corporation and is classified in FINTRX as an investment bank. The firm has been registered with the SEC since 1995 and is individually owned. The dataset flags the firm as not acting as a capital allocator and not operating as a multi-state adviser; it is also not identified as an active ESG investor, pension consultant, or related adviser. Public disclosures in the record are sparse: there is little to no detail about fee schedules, advisory activities, client segments, or specific business lines beyond the investment bank classification. That limited profile makes it difficult to describe the firm's client-facing services or competitive positioning from the available dataset alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Charles Porter

    Charles Porter

    Managing PartnerCRD 3127864

  • Marianne Vanmeter

    Marianne Vanmeter

    Founder and Managing PartnerCRD 1512218

  • Jesse Liebe

    Jesse Liebe

    Managing DirectorCRD 6954812

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Metairie, LA

Jefferson

Location

Metairie, LA

Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Jefferson
Address
433 Metairie Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth